Investment adviser · CRD 311473
ACADEMY ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
ACADEMY SECURITIES ASSET MANAGEMENT, LLC
NEW YORK, NY, United States · Form ADV filed May 11, 2021
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
| Other clients | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1539734 · May 11, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 11, 2021. View historical filings
Reported services
Pooled investment vehicle management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
140 EAST 45TH STREET, 5TH FLOORNEW YORK, NY, 10017, United States
CRD 311473
Filing source
Form ADV 1539734 · May 11, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.